HRTMS Job Description Management 
| Mailroom Clerk Job Description | | |
. JOB INFORMATION | Title: | Mailroom Clerk | Officer Title: | | Grade: | 12 | FLSA Classification: | Non-Exempt | Date Last Edited: | 3/5/2024 | Reports To: | Supervisor General Services | Department: | Physical Operations and Security | URL Link | https://hvfcu.jdxpert.com/ShowJob.aspx?EntityID=2&jobcode=450 | | | | PRIMARY FUNCTION | | | | Sort and deliver external and internal mail throughout the organization. Ensure all copier and fax machines are operating properly and prepare all outgoing daily courier deliveries. | | | | | | |
ESSENTIAL JOB DUTIES AND RESPONSIBILITIES | | • | Sort and deliver incoming and outgoing mail throughout the Credit Union, including interoffice correspondence and incoming shipments of supplies and materials | • | Ensure all outgoing mail/shipments are completed properly and sent on time. Utilize mail system for shipping and tracking, and coordinate services with vendors, including, but not limited to, Fed Ex, UPS, and US Post Office. | • | Maintain toner, paper and other printer components. Troubleshoot and fix copier and fax jams and /or toner replacements. Report problems to supervisor, or assistant, and appropriate vendor when necessary. | • | Answer General Services’ department phone and directs incoming calls to appropriate personnel. | • | Process routine as well as unplanned department mailings. Prioritize work as needed and maintain appropriate stock of supplies. | • | Collect and return all confidential recycling as scheduled. Maintain security of content until pick-up. | • | Provide coverage/support to Corporate Office Service Representative. Follow safety procedures when providing visitor access to HVCU. Utilize temporary badge system to process visitors. |
• | Adhere to all Credit Union policies, procedures, and regulatory agency requirements. Participate in all required and recommended training and development including, but not limited to, Bank Secrecy Act training (BSA) and demonstrate attained knowledge. Participate on Credit Union teams, projects and strategic initiatives when the opportunity arises. Perform additional duties and special projects as assigned. | • | Embrace and apply HVCU’s guiding principles to all activities and responsibilities. This includes the Credit Union’s Mission, Vision, Core Values, Employee and Member Value Propositions, Sales and Service Model, and commitment to Lean Six Sigma practices. Support the Credit Union’s initiatives by demonstrating teamwork and professionalism. | • | Responsible for regular and predictable attendance including punctuality. |
EDUCATIONAL REQUIREMENTS | Education Level | Education Details | Pref | Req | High School Diploma, General Education Development (GED) certificate, or state authorized high school equivalent certificate. | | X | |
LICENSES AND CERTIFICATIONS | Licenses/Certification Details | Pref | Req | Valid driver’s license | | X |
WORK EXPERIENCE | Experience | Experience Details | Pref | Req | Minimum 1 Year | Experience in a customer service environment | X | |
KNOWLEDGE, SKILLS, AND ABILITIES | | • | Maintain a high level of attention to detail and accuracy. | • | Ability to read, understand and interpret documents, procedures and policies. | • | Ability to work in a fast-paced environment and deal with a variety of internal/external customer and vendor situations. | • | Intermediate verbal, written and presentation skills. | • | Ability to multi-task in a fast-paced work environment. | • | Basic proficiency in Microsoft Office Software (Word, Excel, Outlook, PowerPoint, etc.) |
| | PHYSICAL DEMANDS | Frequency | Physical Demand | Weight (lbs.) | Frequently | Required to communicate verbally | | Frequently | Normal range of vision and hearing abilities required | | Frequently | Lift and/or move objects | 50 | Frequently | Travel outside of work location to provide applicable technical/physical support | | Occasionally | Travel outside of work location to cover in other locations and to attend meetings and training programs | | Frequently | Required to skillfully operate a computer, telephone and other standard office equipment | | Frequently | Mobility to stand and walk | | | | | |
| WORK ENVIRONMENT | | • | Typically the noise level in the work environment is moderate. | • | May experience occasional job stress in dealing with difficult situations and/or high volume. | • | High energy, high impact atmosphere. | • | There are no significant hazardous conditions. |
COMPETENCIES | Name | Description | Prof | Behavior Statements | Accuracy and Attention to Detail | Understanding of the necessity and value of accuracy and attention to detail; ability to process information with high levels of accuracy. | Level 2 | 1. Processes limited amounts of detailed information with good accuracy. 2. Utilizes specific approaches and tools for checking and cross-checking outputs. 3. Develops and uses checklists to insure that information goes out error-free. 4. Accurately gauges the impact and cost of errors, omissions, and oversights. 5. Learns from mistakes and applies lessons learned. | Postal Item Record Management | Knowledge of postal item record management policies and procedures; ability to establish, use and maintain accurate and up-to-date postal item records for an organization. | Level 2 | 1. Logs postal item data into a computer and maintains computerized records. 2. Identifies and uses technology to support postal item record management. 3. Tracks mail or package delivery information throughout the work flow process. 4. Reports barriers to the adoption and widespread use of postal item records management. 5. Maintains a register of special postal items for different legal and stock control purposes. | Service Excellence | Consistently incorporates Hudson Valley's member and employee value proposition, reinforcing organizational culture and brand differentiators. | Level 1 | 1. Anticipates and meets the needs of both internal and external customers. Delivers high quality service and is committed to continuous improvement. 2. Consults with management on modifying business processes to enhance service delivery. Monitors own work to ensure quality and apply feedback to improve performance. 3. Integrates core values into the way work is done and how relationships are conducted. 4. Possesses knowledge of customer service concepts and techniques; ability to meet or exceed customer needs and expectations and provide excellent service in a direct or indirect manner. 5. Tailors communications based on others’ needs, motivations and agendas. | Flexibility and Adaptability | Adapts as needed; knowledge of successful approaches, tools, and techniques for dealing with changes and adapting to a changing environment. | Level 2 | 1. Accepts new or radical ideas with an open mind; avoids snap reactions. 2. Adjusts to new or changing assignments, processes, and people. 3. Demonstrates ability to successfully manage multiple tasks and priorities. 4. Demonstrates willingness to listen to other opinions. 5. Identifies and considers alternative approaches to situations or problems. | Work Standards | Sets high standards of performance for self and others; assumes responsibility and accountability for successfully completing assignments or tasks. | Level 2 | 1. Documents how results were obtained to support knowledge transfer and best practices. 2. Helps others drive tasks to completion as appropriate. 3. Holds self and others accountable for delivering on all commitments. 4. Identifies actions necessary to achieve task completion and to obtain results. Meets schedules, deadlines, and performance goals. 5. Recognizes the need for assistance and secures additional resources as needed. Escalates issues and unusual findings that could have an adverse impact on the business. 6. Understands and appropriately applies principles, procedures, requirements, regulations, and policies related to role. |
NOTE TO APPLICANT | This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee in this position. Additional functions and requirements may be assigned by supervisors as deemed appropriate, with or without notice. Nothing contained in this material creates a contract of employment between an employee and Hudson Valley Credit Union or otherwise alters the at-will nature of the employment relationship. Are you able to perform the essential functions listed in this job description with or without reasonable accommodation? YES_______ NO_______ By signing below you certify that you have received this job description and understand the requirements, essential functions and duties of the position. If you are currently employed in this position, your signature acknowledge that this job description accurately describes the position, including its essential functions. Name: _____________________________________________ Signature: _____________________________________________ Date: _____________________________________________ Please also note that Hudson Valley Credit Union respects the religious beliefs and practices of employees and will, on request, reasonably accommodate its employees when a reasonable accommodation is available that does not create an undue hardship on the Credit Union’s business. Therefore, unavailability for work due to religious observances or practices may not be a bar to employment. |
|